Timminco's Questionable Inventory

This weekend I have been doing some research on solar-grade silicon producer Timminco, a company that I am currently invested in and which I have commented on in an earlier blog entry. I have some serious concerns about the inventory levels on the company's Q3 balance sheet. I will try to do some more research on the matter before I act, but I may sell out of my position this week. The share price has been absolutely destroyed over the past week so it is clear that other investors have concerns as well. I will do another entry once I have gathered enough information to make a decision.